SETDA (EIN 800024292) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JULIA FALLON

Phone

2027156636

Tax Period

2024-01-01 to 2024-12-31

SETDA, founded in 2001, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.2M left a modest 5% surplus.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $337,744

Program Service Revenue $935,914

Investment Income $4,695

Other Revenue $2,153

TOTAL REVENUE $1,280,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $676,164

Fundraising Expenses $0

Program Expenses $1,122,242

Other Expenses $543,664

TOTAL EXPENSES $1,219,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,280,506	$1,363,418	-0.1%
Expenses	$1,219,828	$1,731,880	-0.3%
Net Income	$60,678	$-368,462	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$169,801

Total Directors

Key Employees

$125,380

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA FALLON	EXECUTIVE DIRECTOR	040.00	Officer	$142,854	$26,947	$169,801
TERA DANIELS	DIRECTOR OF OPERATIONS	040.00	Key Emp	$106,342	$19,038	$125,380
DORANN AVEY	TREASURER	001.00	Officer Director	$0	$0	$0
RICK GAISFORD	PAST CHAIR	001.00	Officer Director	$0	$0	$0
MINDY FISCUS	CHAIR	001.00	Officer Director	$0	$0	$0
ANDREA COTE	SECRETARY	001.00	Officer Director	$0	$0	$0
BRAD HAGG	CHAIR ELECT	001.00	Officer Director	$0	$0	$0
DOUG CASEY	MEMBER	001.00	Director	$0	$0	$0
JOHN CHADWICK	MEMBER	001.00	Director	$0	$0	$0
DELILAH COLLINS	MEMBER	001.00	Director	$0	$0	$0
CARLA WADE	EMERITUS	001.00	Director	$0	$0	$0
SEAN MCDONOUGH	AFFILIATE	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,280,506	$1,219,828	$509,214	$60,678
2023	$1,363,418	$1,731,880	$642,420	$-368,462
2022	$1,045,302	$1,392,736	$1,114,719	$-347,434
2021	$3,539,021	$3,100,444	$1,209,563	$438,577
2020	$1,416,380	$816,442	$1,799,114	$599,938
2018	$1,283,904	$1,356,814	$355,772	$-72,910

SETDA